Mother with son enjoying autumn, portrait of a young mom looking at her son, baby explores dry tree leaves, life and weather change concept

Big “Life Changes” Often Mean Big “Estate Plan Changes”

October 25, 2018

Many people who put together an estate plan do so when they start a family – assuming they put an estate plan together at all during their lifetime. While putting an estate plan together is a good thing to do, many people make few updates once the plan has been created, despite other key life events happening over the years. This

Read More
Trust

How to Choose a Trustee

September 13, 2018

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in good order. The Key Takeaways

Read More